See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,470 | $48,076-36.6% | $78,689-61.3% | $62,891-51.6% |
| Participation rate | 65.6% | 65.2%+0.4pp | 73.6%-7.9pp | 69.3%-3.7pp |
| Annual return | 5.73% | 31.35%-25.6pp | 62.18%-56.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $640 | $2,015-68.3% | $2,851-77.6% | $2,281-72.0% |
| Participant deferral / active EE | $1,797 | $2,588-30.6% | $3,517-48.9% | $3,203-43.9% |
| Admin fee / account holder | $37 | $3,207-98.8% | $4,510-99.2% | $4,296-99.1% |